+80.8%
AKR vs VT
+346.0%
-265.2%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.3% |
| 7D | +4.0% | -2.3% | +6.4% | +6.4% |
| 30D | +9.5% | -5.0% | +14.5% | +15.0% |
| 3M | -3.4% | -4.9% | +1.5% | +1.2% |
| 6M | -8.9% | -1.5% | -7.3% | -8.4% |
| YTD | -0.6% | +8.5% | -9.1% | -10.1% |
| 1Y | +3.3% | +11.4% | -8.1% | -9.1% |
| 3Y | +48.8% | +70.1% | -21.3% | -15.9% |
| 5Y | +5.7% | +53.7% | -48.0% | -33.3% |
| 10Y | -9.3% | +220.0% | -229.3% | -72.4% |
| All | +80.8% | +346.0% | -265.2% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling